CloseDraft – Follow‑up Templates

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

TEMPLATE 1: The “Just Checking In” (Day 3 after proposal)

Subject: Quick question about [project]

Hi [Client Name],

Hope you're having a great week.

I wanted to gently check if you had any thoughts on the proposal I sent on [date]. No rush at all – just want to make sure it didn't get buried in your inbox.

Let me know if you'd like me to clarify anything.

Best,
[Your Name]

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

TEMPLATE 2: The Value‑Add Follow‑up (Day 7)

Subject: Something I thought you'd find useful

Hi [Client Name],

I came across [resource/article/tool] and immediately thought of your [project/business]. Figured it might help with [specific challenge].

No need to reply – just wanted to share.

Either way, I'm still excited about the possibility of working together. If you have any questions about the proposal, just shout.

Best,
[Your Name]

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

TEMPLATE 3: The “Hard Ask” (Day 14)

Subject: [Client Name] – Should we move forward?

Hi [Client Name],

I haven't heard back from my last couple of emails, so I'm assuming the timing might not be right.

I'd still love to work with you, but I don't want to keep pestering you. Could you let me know if you'd like me to keep the proposal open, or if I should close it out for now?

Either way, thank you for the conversation.

Best,
[Your Name]

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

TEMPLATE 4: The “Breaking Up” (Day 21 – close the loop)

Subject: Closing out your proposal

Hi [Client Name],

I'm archiving your proposal for now. If your situation changes in the future, feel free to reach out – I'd be happy to revisit.

Wishing you all the best with [project/business].

Best,
[Your Name]

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

PRO TIPS:
• Always personalise the first line – mention something specific.
• Space follow‑ups 3–7 days apart.
• Keep your tone friendly but professional.
• Use their first name, not “Dear Sir/Madam”.